Overview

I'm an experienced retirement plan consultant with nearly 40 years in the financial service industry. I would like to expand by purchasing another practice, particularly retirement plans but would also consider financial planning and money management. In addition to purchasing a business, we would be interested in merger opportunities with advisors looking to expand their businesses into retirement Plans and other areas in which we have expertise. My block of business is about 75% Retirement Plans, 25% Individual wealth management.

Market
Advisor/RIA
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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